BECOME A BUSINESS OWNER SPECIALIST

The Exit Planning Summit is the largest conference dedicated to advisors who help business owners build value and prepare for successful exits.

Brought to you by the Exit Planning Institute, the Summit brings together the entire advisory ecosystem for three days of practical application, technical education, advisor activation, and relationship building. Learn the language, tools, and approaches to put Value Acceleration into practice, create better business owner conversations, build stronger teams and referral networks, and position yourself as a business owner specialist.

The Exit Planning Summit is designed for advisors who want to become business owner specialists and build their practices around serving business owners.

Financial advisors, CPAs, attorneys, consultants, investment bankers, wealth managers, business brokers, valuation professionals, and other members of the advisory ecosystem come together to develop the skills, language, tools, and relationships needed to better engage business owners. Whether you are beginning to build your business owner practice or looking to strengthen an established one, the Summit helps you create better owner conversations, expand your referral network, and put a proven process into practice.

No. You do not need to be a Certified Exit Planning Advisor (CEPA®) to attend the Exit Planning Summit.

The Summit brings together CEPAs and professionals from across the business owner advisory ecosystem. CEPAs can deepen their knowledge and learn new ways to put the Value Acceleration Methodology into practice, while advisors who are newer to exit planning can experience the methodology, learn from the community, and discover a more collaborative approach to serving business owners.

Yes. The Exit Planning Summit offers opportunities to earn continuing education (CE) credits through qualifying session. The Exit Planning Summit is eligible for 15 Value Acceleration Knowledge Hours. Further CE requirements and eligible credits vary by credential and sessions. Attendees are encouraged to review their current CE information as they plan their Exit Planning Summit experience.  

The Exit Planning Summit brings together the entire business owner advisory ecosystem with a focus on activation, practical application, and building stronger referral networks.

Rather than focusing on a single profession or technical discipline, the Summit connects advisors across specialties to learn how to practically apply Value Acceleration, create better business owner conversations, and position themselves as business owner specialists. The focus goes beyond learning the methodology to activating what you know and putting it into practice with business owners.

Just as importantly, the Summit connects you with like-minded advisors across disciplines who can become part of your referral network and exit planning team, creating more opportunities to collaborate, share expertise, and serve more business owners.